# Financial advisors in Troy, MI > AdvisorCensus lists 49 investment advisory firms with a principal office in Troy, Michigan (part of the Detroit metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Detroit metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mi/detroit/troy ## At a glance - Investment advisory firms: 49 - Registration: SEC-registered investment adviser: 23, State-registered investment adviser: 22, Exempt reporting adviser: 4 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 15 (33%); Percentage of assets 40 (89%); Hourly charges 27 (60%); Fixed fees 29 (64%); Other 10 (22%); No compensation arrangements reported 4 - Regulatory assets under management (Item 5.F): Under $25 million 11 (22%); $25 million to $100 million 8 (16%); $100 million to $500 million 12 (24%); $500 million to $1 billion 7 (14%); $1 billion to $5 billion 4 (8%); Not reported 7 (14%) - Years registered: Under 5 years 16 (33%); 5 to 9 years 9 (18%); 10 to 19 years 15 (31%); 20 years or more 9 (18%) ## Firms (page 1 of 1, 1 to 49 of 49, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Arbor Wealth Advisors LLC](https://advisorcensus.com/firm/arbor-wealth-advisors-llc-troy-mi-169570) ([md](https://advisorcensus.com/firm/arbor-wealth-advisors-llc-troy-mi-169570.md)) | 169570 | Troy, MI | SEC-registered investment adviser | $500 million to $1 billion | 12 | Hourly, Fixed fee | | [Asset Preservation Capital, Ltd](https://advisorcensus.com/firm/asset-preservation-capital-ltd-troy-mi-305899) ([md](https://advisorcensus.com/firm/asset-preservation-capital-ltd-troy-mi-305899.md)) | 305899 | Troy, MI | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee | | [Association Financial Services, LLC](https://advisorcensus.com/firm/association-financial-services-llc-troy-mi-287975) ([md](https://advisorcensus.com/firm/association-financial-services-llc-troy-mi-287975.md)) | 287975 | Troy, MI | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee | | [Barking Sands Capital](https://advisorcensus.com/firm/barking-sands-capital-troy-mi-141907) ([md](https://advisorcensus.com/firm/barking-sands-capital-troy-mi-141907.md)) | 141907 | Troy, MI | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee | | [Baron Wealth Management, LLC](https://advisorcensus.com/firm/baron-wealth-management-llc-troy-mi-153117) ([md](https://advisorcensus.com/firm/baron-wealth-management-llc-troy-mi-153117.md)) | 153117 | Troy, MI | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Hourly, Fixed fee | | [Bridgewise Wealth Management](https://advisorcensus.com/firm/bridgewise-wealth-management-troy-mi-332837) ([md](https://advisorcensus.com/firm/bridgewise-wealth-management-troy-mi-332837.md)) | 332837 | Troy, MI | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee | | [C Reserve Capital, LLC](https://advisorcensus.com/firm/c-reserve-capital-llc-troy-mi-333263) ([md](https://advisorcensus.com/firm/c-reserve-capital-llc-troy-mi-333263.md)) | 333263 | Troy, MI | Exempt reporting adviser | Not reported | 0 | Not reported | | [Calvert Planning Corporation](https://advisorcensus.com/firm/calvert-planning-corporation-troy-mi-124524) ([md](https://advisorcensus.com/firm/calvert-planning-corporation-troy-mi-124524.md)) | 124524 | Troy, MI | State-registered investment adviser | Under $25 million | 28 | % of assets, Hourly, Fixed fee | | [Carrera Capital Advisors](https://advisorcensus.com/firm/carrera-capital-advisors-troy-mi-330834) ([md](https://advisorcensus.com/firm/carrera-capital-advisors-troy-mi-330834.md)) | 330834 | Troy, MI | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Hourly, Fixed fee | | [Christ Capital Advisors](https://advisorcensus.com/firm/christ-capital-advisors-troy-mi-343201) ([md](https://advisorcensus.com/firm/christ-capital-advisors-troy-mi-343201.md)) | 343201 | Troy, MI | State-registered investment adviser | Under $25 million | 0 | % of assets | | [City Center Advisors, LLC](https://advisorcensus.com/firm/city-center-advisors-llc-troy-mi-203513) ([md](https://advisorcensus.com/firm/city-center-advisors-llc-troy-mi-203513.md)) | 203513 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Other | | [Confidential Management Advisors, Inc.](https://advisorcensus.com/firm/confidential-management-advisors-inc-troy-mi-125936) ([md](https://advisorcensus.com/firm/confidential-management-advisors-inc-troy-mi-125936.md)) | 125936 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Hourly, Fixed fee | | [Cook & Associates](https://advisorcensus.com/firm/cook-and-associates-troy-mi-154829) ([md](https://advisorcensus.com/firm/cook-and-associates-troy-mi-154829.md)) | 154829 | Troy, MI | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Other | | [Cornerstone Capital Management, Inc.](https://advisorcensus.com/firm/cornerstone-capital-management-inc-troy-mi-162746) ([md](https://advisorcensus.com/firm/cornerstone-capital-management-inc-troy-mi-162746.md)) | 162746 | Troy, MI | Exempt reporting adviser | Not reported | 14 | Not reported | | [Daniel Investments, Inc.](https://advisorcensus.com/firm/daniel-investments-inc-troy-mi-124444) ([md](https://advisorcensus.com/firm/daniel-investments-inc-troy-mi-124444.md)) | 124444 | Troy, MI | State-registered investment adviser | $25 million to $100 million | 17 | % of assets | | [DGB Management LLC](https://advisorcensus.com/firm/dgb-management-llc-troy-mi-341337) ([md](https://advisorcensus.com/firm/dgb-management-llc-troy-mi-341337.md)) | 341337 | Troy, MI | Exempt reporting adviser | Not reported | 0 | Not reported | | [Doeren Services LLC](https://advisorcensus.com/firm/doeren-services-llc-troy-mi-322983) ([md](https://advisorcensus.com/firm/doeren-services-llc-troy-mi-322983.md)) | 322983 | Troy, MI | State-registered investment adviser | Not reported | 3 | Other | | [EPI Financial Group](https://advisorcensus.com/firm/epi-financial-group-troy-mi-174160) ([md](https://advisorcensus.com/firm/epi-financial-group-troy-mi-174160.md)) | 174160 | Troy, MI | State-registered investment adviser | Under $25 million | 11 | % of assets, Other | | [Firstmetric](https://advisorcensus.com/firm/firstmetric-troy-mi-289483) ([md](https://advisorcensus.com/firm/firstmetric-troy-mi-289483.md)) | 289483 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 7 | Fixed fee | | [FSA Advisors, Inc.](https://advisorcensus.com/firm/fsa-advisors-inc-troy-mi-286251) ([md](https://advisorcensus.com/firm/fsa-advisors-inc-troy-mi-286251.md)) | 286251 | Troy, MI | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee, Other | | [GK Private Wealth Partners LLC](https://advisorcensus.com/firm/gk-private-wealth-partners-llc-troy-mi-326647) ([md](https://advisorcensus.com/firm/gk-private-wealth-partners-llc-troy-mi-326647.md)) | 326647 | Troy, MI | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee | | [Global Financial Planning Group, LLC](https://advisorcensus.com/firm/global-financial-planning-group-llc-troy-mi-114803) ([md](https://advisorcensus.com/firm/global-financial-planning-group-llc-troy-mi-114803.md)) | 114803 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee | | [Global Wealth Advisors LLC](https://advisorcensus.com/firm/global-wealth-advisors-llc-troy-mi-139101) ([md](https://advisorcensus.com/firm/global-wealth-advisors-llc-troy-mi-139101.md)) | 139101 | Troy, MI | State-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Fixed fee | | [Griffon Investment Advisors Incorporated](https://advisorcensus.com/firm/griffon-investment-advisors-incorporated-troy-mi-287863) ([md](https://advisorcensus.com/firm/griffon-investment-advisors-incorporated-troy-mi-287863.md)) | 287863 | Troy, MI | State-registered investment adviser | Under $25 million | 9 | % of assets | | [Isto Advisors, LLC](https://advisorcensus.com/firm/isto-advisors-llc-troy-mi-284560) ([md](https://advisorcensus.com/firm/isto-advisors-llc-troy-mi-284560.md)) | 284560 | Troy, MI | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee | | [J2 Capital Management, Inc.](https://advisorcensus.com/firm/j2-capital-management-inc-troy-mi-152964) ([md](https://advisorcensus.com/firm/j2-capital-management-inc-troy-mi-152964.md)) | 152964 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Other | | [JAY A. Fishman, Ltd](https://advisorcensus.com/firm/jay-a-fishman-ltd-troy-mi-105609) ([md](https://advisorcensus.com/firm/jay-a-fishman-ltd-troy-mi-105609.md)) | 105609 | Troy, MI | SEC-registered investment adviser | $1 billion to $5 billion | 56 | % of assets | | [Lineguard Investments, LLC](https://advisorcensus.com/firm/lineguard-investments-llc-troy-mi-156618) ([md](https://advisorcensus.com/firm/lineguard-investments-llc-troy-mi-156618.md)) | 156618 | Troy, MI | State-registered investment adviser | $25 million to $100 million | 14 | % of assets | | [M1 Capital Management LLC](https://advisorcensus.com/firm/m1-capital-management-llc-troy-mi-158269) ([md](https://advisorcensus.com/firm/m1-capital-management-llc-troy-mi-158269.md)) | 158269 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Fixed fee | | [Maxwell Investment Advisory Services](https://advisorcensus.com/firm/maxwell-investment-advisory-services-troy-mi-104922) ([md](https://advisorcensus.com/firm/maxwell-investment-advisory-services-troy-mi-104922.md)) | 104922 | Troy, MI | State-registered investment adviser | Under $25 million | 24 | % of assets | | [MCN Investment Management Co.](https://advisorcensus.com/firm/mcn-investment-management-co-troy-mi-336515) ([md](https://advisorcensus.com/firm/mcn-investment-management-co-troy-mi-336515.md)) | 336515 | Troy, MI | State-registered investment adviser | $25 million to $100 million | 1 | % of assets | | [Miller Capital](https://advisorcensus.com/firm/miller-capital-troy-mi-124489) ([md](https://advisorcensus.com/firm/miller-capital-troy-mi-124489.md)) | 124489 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee | | [MKD Wealth](https://advisorcensus.com/firm/mkd-wealth-troy-mi-144994) ([md](https://advisorcensus.com/firm/mkd-wealth-troy-mi-144994.md)) | 144994 | Troy, MI | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Hourly, Fixed fee | | [Paragon Retirement Planning, Inc.](https://advisorcensus.com/firm/paragon-retirement-planning-inc-troy-mi-284630) ([md](https://advisorcensus.com/firm/paragon-retirement-planning-inc-troy-mi-284630.md)) | 284630 | Troy, MI | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee | | [Red CAR Wealth Management Inc](https://advisorcensus.com/firm/red-car-wealth-management-inc-troy-mi-340287) ([md](https://advisorcensus.com/firm/red-car-wealth-management-inc-troy-mi-340287.md)) | 340287 | Troy, MI | State-registered investment adviser | Not reported | 0 | Hourly | | [River Oak Capital Management, LLC](https://advisorcensus.com/firm/river-oak-capital-management-llc-troy-mi-341811) ([md](https://advisorcensus.com/firm/river-oak-capital-management-llc-troy-mi-341811.md)) | 341811 | Troy, MI | Exempt reporting adviser | Not reported | 0 | Not reported | | [Savings Coach, LLC](https://advisorcensus.com/firm/savings-coach-llc-troy-mi-142756) ([md](https://advisorcensus.com/firm/savings-coach-llc-troy-mi-142756.md)) | 142756 | Troy, MI | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Fixed fee | | [Secure Asset Management, L.L.C.](https://advisorcensus.com/firm/secure-asset-management-l-l-c-troy-mi-144046) ([md](https://advisorcensus.com/firm/secure-asset-management-l-l-c-troy-mi-144046.md)) | 144046 | Troy, MI | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee, Other | | [Spectrum Financial Resources](https://advisorcensus.com/firm/spectrum-financial-resources-troy-mi-127453) ([md](https://advisorcensus.com/firm/spectrum-financial-resources-troy-mi-127453.md)) | 127453 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee, Other | | [SS&H Financial Advisors, Inc.](https://advisorcensus.com/firm/ss-and-h-financial-advisors-inc-troy-mi-112256) ([md](https://advisorcensus.com/firm/ss-and-h-financial-advisors-inc-troy-mi-112256.md)) | 112256 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 44 | % of assets, Hourly, Fixed fee | | [Stalt Financial, LLC](https://advisorcensus.com/firm/stalt-financial-llc-troy-mi-330522) ([md](https://advisorcensus.com/firm/stalt-financial-llc-troy-mi-330522.md)) | 330522 | Troy, MI | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee | | [Straightline](https://advisorcensus.com/firm/straightline-troy-mi-127401) ([md](https://advisorcensus.com/firm/straightline-troy-mi-127401.md)) | 127401 | Troy, MI | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Fixed fee, Other | | [Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L](https://advisorcensus.com/firm/taylor-and-morgan-asset-management-llc-d-b-a-tm-advisors-l-troy-mi-156177) ([md](https://advisorcensus.com/firm/taylor-and-morgan-asset-management-llc-d-b-a-tm-advisors-l-troy-mi-156177.md)) | 156177 | Troy, MI | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly | | [Trustee Empowerment & Protection, Inc.](https://advisorcensus.com/firm/trustee-empowerment-and-protection-inc-troy-mi-108249) ([md](https://advisorcensus.com/firm/trustee-empowerment-and-protection-inc-troy-mi-108249.md)) | 108249 | Troy, MI | SEC-registered investment adviser | Under $25 million | 24 | % of assets, Hourly, Fixed fee, Other | | [Vertrix Wealth Management, LLC](https://advisorcensus.com/firm/vertrix-wealth-management-llc-troy-mi-339547) ([md](https://advisorcensus.com/firm/vertrix-wealth-management-llc-troy-mi-339547.md)) | 339547 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee | | [Vima, LLC](https://advisorcensus.com/firm/vima-llc-troy-mi-148833) ([md](https://advisorcensus.com/firm/vima-llc-troy-mi-148833.md)) | 148833 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee | | [Visionquest Financial Planning LLC](https://advisorcensus.com/firm/visionquest-financial-planning-llc-troy-mi-123402) ([md](https://advisorcensus.com/firm/visionquest-financial-planning-llc-troy-mi-123402.md)) | 123402 | Troy, MI | State-registered investment adviser | Not reported | 23 | Fixed fee | | [William Mack & Associates Inc](https://advisorcensus.com/firm/william-mack-and-associates-inc-troy-mi-107377) ([md](https://advisorcensus.com/firm/william-mack-and-associates-inc-troy-mi-107377.md)) | 107377 | Troy, MI | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Hourly | | [Wittenberg Investments Inc.](https://advisorcensus.com/firm/wittenberg-investments-inc-troy-mi-297615) ([md](https://advisorcensus.com/firm/wittenberg-investments-inc-troy-mi-297615.md)) | 297615 | Troy, MI | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly | ## Questions people ask **How many financial advisory firms are there in Troy, MI?** AdvisorCensus lists 49 investment advisory firms with a principal office in Troy, Michigan (part of the Detroit metro area), from Form ADV filings as of October 2026: 23 SEC-registered, 22 state-registered, and 4 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV. **How many fee-only financial advisors are in Troy, MI?** 15 of the 49 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed. **How many financial advisors in Troy, MI offer financial planning?** 36 of the 45 firms in Troy, MI that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports. **Are the financial advisors in Troy, MI fiduciaries?** Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 15 firms that meet AdvisorCensus's fee-only test report none of those sales ties. **How do I check whether a financial advisor has disciplinary disclosures?** Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck. **Does AdvisorCensus rate, verify, or recommend these firms?** No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content. **What does regulatory assets under management mean?** Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. 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Financial advisors in Troy, MI: 49 firms from Form ADV filings as of October 2026.